WCG Wealth Advisors’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

WCG Wealth Advisors’s Portfolio SGOV Stock Details SGOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.54M	Buy	+25,196	New	+$2.53M	0.06%	272

Other funds holding SGOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WCG Wealth Advisors's SGOV Position: Q2 2026 in Review

WCG Wealth Advisors opened a new position in iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026: 25,196 shares worth $2.54M. The stake represents 0.06% of the portfolio and ranks #272 among its holdings.

1,302 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

WCG Wealth Advisors held 25,196 shares of iShares 0-3 Month Treasury Bond ETF worth $2.54M as of Q2 2026.
iShares 0-3 Month Treasury Bond ETF was a new WCG Wealth Advisors position in Q2 2026.
iShares 0-3 Month Treasury Bond ETF made up 0.06% of WCG Wealth Advisors's portfolio in Q2 2026, its #272 holding.
1,302 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.